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Rockefeller Capital Management L.P.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on SCHD, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 645,546 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 645,546 shares
    Change vs previous 13F +24,873 shares

    0.03% of the 13F portfolio, value $20,470,297.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 620,673 shares
    Change vs previous 13F +96,839 shares

    0.03% of the 13F portfolio, value $19,042,295.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 523,834 shares
    Change vs previous 13F +82,981 shares

    0.03% of the 13F portfolio, value $14,368,774.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 440,853 shares
    Change vs previous 13F +27,559 shares

    0.02% of the 13F portfolio, value $12,035,311.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 413,294 shares
    Change vs previous 13F -62,242 shares

    0.02% of the 13F portfolio, value $11,123,231.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 475,536 shares
    Change vs previous 13F +32,308 shares

    0.03% of the 13F portfolio, value $13,296,010.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 443,228 shares
    Change vs previous 13F +319,835 shares

    0.03% of the 13F portfolio, value $12,259,783.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 123,393 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,419,446.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).